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Improve Agency Workflows with Technology

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CMEditor
In addition to working in the business, more and more agency principals and managers are working on the business by focusing on technology and workflow improvements. The latest Future One agency survey confirms this trend ― 72% of the agents surveyed responded that core management issues for them are to make their internal operations more efficient and to use technology to conduct business with carriers more efficiently. Jeff Yates shows you how to improve agency workflows with technology.


Improving Your Close Ratio

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CMEditor
Dear Dave:

Our agency has hired a full-time Life producer to handle Personal Lines only. We believe we have enough accounts to justify that move. She tested well for personality and potential, but she is fairly new in the Life business. She is closing about one out of four presentations, which sounds fine for a relative beginner, since the closing average for all agents is about one out of three. But since she deals with many Mortgage policies and writes reducing Term policies at fairly low premiums, the bottom-line dollars are low. We need to create more cash flow. What can you suggest?

Infomercials: Good, Bad or Ugly?

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CMEditor
Many people tend to credit the origin of infomercials to the old, late-night slicer/dicer and Pocket Fisherman commercials. Granted, some tacky infomercials have taken the slicer/dicer format, but the original infomercials began on a higher ground: religion.

Before you haul me off to a padded room, let's define "infomercial."An infomercial is an advertisement for a product or service that has been expanded with information, entertainment, or both to retain the attention of the audience.

Insurance Agent’s Guide to Covid-19

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CMEditor
For most of the world, remote work is new and difficult; an understanding that everyone is having to come to terms with. This includes insurance agents- which is why we assume you are here. In this article, we will review the many ways that the insurance market is being affected by the coronavirus pandemic of 2020.

Job Applicants: Information, Please!

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DonPhin
When asked, 99% of employers will give a former worker dates of employment. About one in three will say if the employee is...

Make a Winning Presentation: Think Like a Listener

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CMEditor
The difference between closing a sale and losing it rests with the presentation. Whether you’re selling a product or an idea, the ability to present effectively is the difference between acceptance and rejection.

Yet, most Americans would rather die than give a speech. Whatever the facts, the idea of standing in front of an audience ranks far below going to the dentist for most people.